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NVO

Novo Nordisk

500 hedge funds and large institutions have $8.56B invested in Novo Nordisk in 2014 Q4 according to their latest regulatory filings, with 65 funds opening new positions, 185 increasing their positions, 166 reducing their positions, and 27 closing their positions.

New
Increased
Maintained
Reduced
Closed

141% more first-time investments, than exits

New positions opened: 65 | Existing positions closed: 27

11% more repeat investments, than reductions

Existing positions increased: 185 | Existing positions reduced: 166

7% more funds holding

Funds holding: 469500 (+31)

0.83% more ownership

Funds ownership: 18.24%19.06% (+0.83%)

3% less call options, than puts

Call options by funds: $4.16M | Put options by funds: $4.29M

7% less capital invested

Capital invested by funds: $9.21B → $8.56B (-$646M)

28% less funds holding in top 10

Funds holding in top 10: 2518 (-7)

Holders
500
Holders Change
+31
Holders Change %
+6.61%
% of All Funds
13.33%
Holding in Top 10
18
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-28%
% of All Funds
0.48%
New
65
Increased
185
Reduced
166
Closed
27
Calls
$4.16M
Puts
$4.29M
Net Calls
-$132K
Net Calls Change
+$3.62M
Name Holding Trade Value Shares
Change
Change in
Stake
RAM
326
Riggs Asset Management
Pennsylvania
$444K
RA
327
Rational Advisors
New York
$444K +$469K +21,000 New
MJP
328
Michael J. Puzo
$442K +$12.3K +550 +3%
LW
329
Linscomb Wealth
Texas
$438K -$75K -3,358 -14%
RNS
330
Robert N. Shapiro
$435K +$39.1K +1,750 +9%
NB
331
NBT Bank
New York
$429K
BCM
332
BTR Capital Management
California
$425K -$24.6K -1,100 -5%
CCM
333
Chilton Capital Management
Texas
$423K
VCAM
334
Van Cleef Asset Management
Ohio
$423K
DAS
335
Dynamic Advisor Solutions
Arizona
$423K +$23.7K +1,060 +6%
CCA
336
Checchi Capital Advisers
California
$417K +$29.2K +1,308 +7%
NIT
337
NumerixS Investment Technologies
British Columbia, Canada
$414K +$437K +19,568 New
CCM
338
Coldstream Capital Management
Washington
$412K +$1.7K +76 +0.4%
CA
339
Cetera Advisors
Colorado
$412K +$101K +4,522 +30%
BT
340
Beacon Trust
New Jersey
$411K +$434K +19,450 New
1GA
341
1st Global Advisors
Texas
$396K +$25.2K +1,126 +6%
CAW
342
Cornerstone Advisors (Washington)
Washington
$396K +$387K +17,332 +1,247%
RFA
343
Reilly Financial Advisors
California
$395K +$391K +17,520 +1,550%
CWA
344
Constellation Wealth Advisors
New York
$394K -$15.3K -684 -4%
CIM
345
Calvert Investment Management
Maryland
$387K +$10.4K +464 +3%
KCM
346
Kornitzer Capital Management
Kansas
$381K +$78.2K +3,500 +24%
PAM
347
Princeton Alpha Management
New Jersey
$376K +$397K +17,786 New
WF
348
Welch & Forbes
Massachusetts
$368K -$13.4K -600 -3%
P
349
Pitcairn
Pennsylvania
$359K +$11.5K +514 +3%
SPC
350
Sigma Planning Corp
Michigan
$357K +$376K +16,854 New

NVO Hedge Fund Activity: Q4 2014 in Review

500 of the 3,750 institutional investors tracked by Wall St. Rank reported a position in Novo Nordisk (NVO) for Q4 2014, worth a combined $8.56B — down 7% from $9.21B a quarter earlier.

Buyers outnumbered sellers: 65 funds opened new NVO positions and 27 closed out — a net gain of 38 holders — while 185 added to existing stakes and 166 trimmed.

The largest buyer was Arrowstreet Capital, adding an estimated $86M. The largest seller was Jennison Associates, cutting an estimated $182M.

  • 500 institutional investors held Novo Nordisk (NVO) as of Q4 2014, up from 469 in Q3 2014.
  • Funds reported $8.56B of Novo Nordisk stock for Q4 2014, down 7% quarter-over-quarter.
  • 65 funds opened new Novo Nordisk positions in Q4 2014 and 27 closed out, a net change of +38 holders.
  • The largest Novo Nordisk buyer in Q4 2014 was Arrowstreet Capital, an estimated $86M added.
  • The largest Novo Nordisk seller in Q4 2014 was Jennison Associates, an estimated $182M sold.

Based on aggregated 13F filings for Q4 2014.